AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.22B
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.57M
3
+$1.34M
4
KIM icon
Kimco Realty
KIM
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1
+$1.78M
2
+$1.71M
3
+$988K
4
NVS icon
Novartis
NVS
+$882K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$759K

Sector Composition

1 Technology 19.9%
2 Financials 4.12%
3 Industrials 3.71%
4 Healthcare 3.46%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.14%
6,000
77
$420K 0.13%
4,300
78
$417K 0.12%
+14,500
79
$414K 0.12%
6,491
80
$412K 0.12%
3,990
+200
81
$411K 0.12%
100,000
82
$409K 0.12%
+1,665
83
$392K 0.12%
4,300
84
$380K 0.11%
7,020
85
$370K 0.11%
+5,150
86
$363K 0.11%
4,100
-100
87
$337K 0.1%
3,620
-600
88
$318K 0.09%
1
89
$278K 0.08%
24,000
90
$260K 0.08%
+3,467
91
$248K 0.07%
+11,752
92
$246K 0.07%
+1,600
93
$168K 0.05%
10,300
94
$116K 0.03%
21,082
95
$70K 0.02%
21,309
96
– –
-8,707
97
– –
-5,120
98
– –
-4,530
99
– –
-34,391
100
– –
-6,539
1 2 3
4
5